The Simplified Retirement Planning Process
At Peak Retirement Planning, we believe the path to your retirement summit should be free of unnecessary complications and stumbling blocks. Our Simplified Retirement Planning Process will give you clear direction and confidence as you pursue your ultimate destination.
Discovery Session
- Get to Know You
- Get to Know Us
- Identify Areas of Potential Weakness
- Are We a Good Fit to Work Together?
Strategy Session
Analyze Gaps Below and Discuss What it Looks Like to Work With Us
- Tax Planning
- Investment Planning
- Income Planning
- Healthcare Planning
- Estate Planning
- Income analysis
Implementation Session
Let's Get Started!
- Build Out Your Custom 5 Pillars
- Finalize Decisions Together
- Complete the Onboarding Process
- Delivery Session
Planning Session
Ongoing Relationship
- Meet at Least Once a Year
- Tax Planning Report
- Further Education
- Adjust Plan for Changes
- Available at Any Time for Questions/Concerns
- Value Adds
- Client Events
The Retirement Mountain
Reaching the summit is only the midway point of your journey.
At Peak Retirement Planning, we specialize in helping you get down the mountain to live the retirement you dream of. Here’s a helpful way to think about this process:
